moneybird

name	moneybird
description	Moneybird invoicing and accounting API integration with managed OAuth. Create and manage contacts, generate sales invoices, manage contact persons, handle administrations, and track additional charges. Use this skill when users want to create invoices, manage customer contacts, list sales invoices, or set up payment mandates.

Moneybird

Manage invoicing and accounting from chat -- create contacts, generate sales invoices, manage contact persons, and handle administrations. Powered by ClawLink for hosted OAuth.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect Moneybird
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect Moneybird

How It Works

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────▶│   ClawLink   │────▶│  Moneybird API   │
│   (User Chat)   │     │   (OAuth)    │     │                  │
└─────────────────┘     └──────────────┘     └──────────────────┘

Install

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Quick Start

// 1. List administrations
clawlink_call_tool({ tool: "moneybird_list_administrations", parameters: {} })

// 2. Create a contact
clawlink_call_tool({ tool: "moneybird_create_contact", parameters: { administration_id: "123", company_name: "Acme Corp" } })

// 3. Create a sales invoice
clawlink_call_tool({ tool: "moneybird_create_sales_invoice", parameters: { administration_id: "123", contact_id: "456", details: [{ description: "Consulting", price: 150 }] } })

Authentication

ClawLink handles OAuth with Moneybird. No API keys needed. Connect at claw-link.dev/dashboard?add=moneybird.

Connection Management

// List connections
clawlink_list_integrations()

// Verify by listing administrations
clawlink_call_tool({ tool: "moneybird_list_administrations", parameters: {} })

Security & Permissions

• Read tools are safe and require no confirmation
• Write tools require confirmation before execution
• Archive, delete, and note deletion are high-impact and irreversible
• Most operations require an administration_id parameter

Tool Reference

Administration Operations

Tool	Description	Mode
moneybird_list_administrations	List all administrations accessible to the user	Read

Contact Operations

Tool	Description	Mode
moneybird_list_contacts_synchronization	List contact IDs and versions for sync	Read
moneybird_filter_contacts	Filter contacts by criteria (name, date, etc.)	Read
moneybird_get_contact	Get full contact details by ID	Read
moneybird_get_contact_by_customer_id	Get contact by customer ID	Read
moneybird_create_contact	Create a new contact (company or person)	Write
moneybird_update_contact	Update existing contact fields	Write
moneybird_archive_contact	Archive a contact permanently	Write
moneybird_delete_contact	Delete a contact permanently	Write
moneybird_add_note_to_contact	Add a note or to-do to a contact	Write
moneybird_delete_contact_note	Delete a note from a contact	Write
moneybird_request_contact_payments_mandate_url	Generate direct-debit mandate URL (valid 14 days)	Write

Contact Person Operations

Tool	Description	Mode
moneybird_get_contact_person	Get contact person details	Read
moneybird_create_contact_person	Add a person to an existing contact	Write
moneybird_update_contact_person	Update contact person details	Write
moneybird_delete_contact_person	Delete a contact person	Write

Sales Invoice Operations

Tool	Description	Mode
moneybird_list_sales_invoices	List all invoices in an administration	Read
moneybird_get_sales_invoice	Get a specific invoice by ID	Read
moneybird_create_sales_invoice	Create a new invoice with line items	Write
moneybird_update_sales_invoice	Update invoice header or line items	Write

Additional Charges

Tool	Description	Mode
moneybird_get_additional_charges	View pending or billed usage/recurring charges	Read

Code Examples

Example 1: Create a contact and invoice

// List administrations first
const admins = await clawlink_call_tool({
  tool: "moneybird_list_administrations",
  parameters: {}
});

// Create a contact
const contact = await clawlink_call_tool({
  tool: "moneybird_create_contact",
  parameters: {
    administration_id: admins[0].id,
    company_name: "Acme Corp",
    firstname: "Jane",
    lastname: "Smith",
    email: "[e-mail]"
  }
});

// Create a sales invoice
const invoice = await clawlink_call_tool({
  tool: "moneybird_create_sales_invoice",
  parameters: {
    administration_id: admins[0].id,
    contact_id: contact.id,
    details: [
      { description: "Web development - June", price: 3000, amount: "1 x 3000" },
      { description: "Server hosting - June", price: 150, amount: "1 x 150" }
    ]
  }
});

Example 2: Search and update contacts

// Filter contacts by name
const contacts = await clawlink_call_tool({
  tool: "moneybird_filter_contacts",
  parameters: { first_name: "Jane" }
});

// Update contact details
await clawlink_call_tool({
  tool: "moneybird_update_contact",
  parameters: {
    administration_id: "123",
    contact_id: contacts[0].id,
    email: "[e-mail]"
  }
});

Example 3: Payment mandate and notes

// Generate a payment mandate URL
const mandate = await clawlink_call_tool({
  tool: "moneybird_request_contact_payments_mandate_url",
  parameters: {
    administration_id: "123",
    contact_id: "456"
  }
});

// Add a note to a contact
await clawlink_call_tool({
  tool: "moneybird_add_note_to_contact",
  parameters: {
    administration_id: "123",
    contact_id: "456",
    note: "Follow up about Q3 proposal",
    todo: true
  }
});

Discovery Workflow

1. Call clawlink_list_integrations to confirm moneybird is connected.
2. Call clawlink_list_tools --integration moneybird to see the live catalog.
3. Use clawlink_search_tools({ query: "invoice", integration: "moneybird" }) to find specific tools.

Execution Workflow

READ (safe):     list_administrations → get_contact → list_sales_invoices → filter_contacts
WRITE (confirm): create_contact → create_sales_invoice → update_contact → add_note_to_contact
DELETE (high):   archive_contact → delete_contact → delete_contact_note → delete_contact_person

Notes

• Most operations require an administration_id -- call list_administrations first
• Contacts require either company_name or both firstname and lastname
• Payment mandate URLs are valid for 14 days
• Create contact and contact person operations are idempotent
• Synchronization endpoint returns contact IDs and versions for change detection

Error Handling

Status / Error	Meaning
401 Unauthorized	OAuth token expired -- reconnect at dashboard
403 Forbidden	Insufficient permissions for this administration
404 Not Found	Contact, invoice, or administration ID does not exist
422 Unprocessable	Missing required fields or invalid data
429 Rate Limited	Too many requests -- apply exponential backoff

Troubleshooting

Tools Not Visible

• Start a fresh OpenClaw chat to reload plugin catalog
• Call clawlink_list_integrations to confirm pairing

Missing Administration ID

• Always call moneybird_list_administrations first
• Store the administration ID for subsequent calls
• Users may have access to multiple administrations

Resources

• Moneybird API Docs: https://developer.moneybird.com/
• ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=moneybird
• ClawLink Docs: https://docs.claw-link.dev/openclaw

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